401(k) · DOL Form 5500 · 2024

Jaffurs Wine Cellars 401(k) Plan

Data updated 2026-08-25

$949K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$316,246
Avg per participant High balance/head
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Official DOL plan name: Jaffurs Wine Cellars 401(k) Profit Sharing Plan · Sponsored by Jaffurs Wine Cellars · California · Manufacturing

$949K in assets, 3 participants

Jaffurs Wine Cellars's Jaffurs Wine Cellars 401(k) Profit Sharing Plan reported $949K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,675 in Manufacturing (17,777 peers)

What the 2024 filing shows

Jaffurs Wine Cellars 401(k) Profit Sharing Plan holds $949K for 3 participants - about $316,246 per participant, among the smaller plans by assets on file.

#1,675
in Manufacturing (17,777 peers)
+2.3%
assets growth YoY

Jaffurs Wine Cellars 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$948,737 23rd percentile higher than 23% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jaffurs Wine Cellars 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaffurs Wine Cellars 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jaffurs Wine Cellars 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Jaffurs Wine Cellars 401(k) Profit Sharing Plan reported net income rose from $18K in the plan year 2023 filing to $22K in the plan year 2024 filing.
  • Jaffurs Wine Cellars 401(k) Profit Sharing Plan end-of-year assets rose from $928K in the plan year 2023 filing to $949K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813046838 · Jaffurs Wine Cellars PY 2024 · 401(k)

Jaffurs Wine Cellars 401(k) Profit Sharing Plan · $949K · 3 · 23rd

  • IND $949K
  • EOY 3
  • 5500 23rd
  • ASSETS 401(k)
  • PCT near Primary Health Choice, Inc. 401(k) Plan
  • EIN ind #1675

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →

Jaffurs Wine Cellars 401(k) Profit Sharing Plan in the asset neighbourhood

Jaffurs Wine Cellars 401(k) Profit Sharing PlanJaffurs Wine Cellars 401(k) …$949KPrimary Health Choice, Inc. 401(k) PlanPrimary Health Choice, Inc. …$949KQualed, Inc. 401(k) Plan$949KTwisted Sweets Retirement PlanTwisted Sweets Retirement Pl…$949KUnited Electrical Radio & Mach 401(k) Profit Sharing Plan & TrustUnited Electrical Radio & Ma…$948K
End-of-year total assets ($M) among Jaffurs Wine Cellars 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$928K
Net Assets (End of Year)$949K
Net Income$22K
Employer EIN813046838
Plan Effective Date2000-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaffurs Wine Cellars)

Sponsor-wide plan assets over time

All Jaffurs Wine Cellars plans reported in each filing year

Latest sponsor-wide plan assets
$949K 4.444353927822045% vs 2022
2024 filing year
$0.9M$0.92M$0.94M$0.96M 202220232024 $0.91M $0.95M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 5 $908K
2023 1 5 $928K
2024 1 3 $949K

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jaffurs Wine Cellars 401(k) Profit Sharing Plan, Total assets ($B): 0.000948737 · Participants: 3Jaffurs Wine Cellars 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Jaffurs Wine Cellars 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Primary Health Choice, Inc. 401(k) Plan in NC ($949K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($949K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jaffurs Wine Cellars 401(k) Profit Sharing Plan assets move in 2024?
Jaffurs Wine Cellars 401(k) Profit Sharing Plan edged up modestly - up 2.3% during 2024, from $928K to $949K. Reported net income was $22K.
How have Jaffurs Wine Cellars plan assets changed over time?
Across 3 plan years on file (2022-2024), Jaffurs Wine Cellars's sponsor-wide assets grew 4.4%, from $908K to $949K.
Where does Jaffurs Wine Cellars 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Jaffurs Wine Cellars 401(k) Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jaffurs Wine Cellars 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Primary Health Choice, Inc. 401(k) Plan in NC ($949K, 1,935 participants).
Which 401(k) plans cover a similar participant headcount to Jaffurs Wine Cellars 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).